diff --git a/fusion_accounting_reports/__manifest__.py b/fusion_accounting_reports/__manifest__.py index eeb10a65..a7a254a3 100644 --- a/fusion_accounting_reports/__manifest__.py +++ b/fusion_accounting_reports/__manifest__.py @@ -36,6 +36,10 @@ menu hides; the engine and AI tools remain available for the chat. 'data/report_balance_sheet.xml', 'data/report_trial_balance.xml', 'data/report_general_ledger.xml', + 'data/report_cash_flow.xml', + 'data/report_executive_summary.xml', + 'data/report_tax_report.xml', + 'data/report_annual_statements.xml', 'data/cron.xml', 'reports/report_pdf_template.xml', 'wizards/xlsx_export_wizard_views.xml', diff --git a/fusion_accounting_reports/data/report_annual_statements.xml b/fusion_accounting_reports/data/report_annual_statements.xml new file mode 100644 index 00000000..3a252ce9 --- /dev/null +++ b/fusion_accounting_reports/data/report_annual_statements.xml @@ -0,0 +1,19 @@ + + + + Annual Statements + annual_statements + pnl + 11 + previous_year + Year-over-year P&L comparison for annual reporting. + + + + diff --git a/fusion_accounting_reports/data/report_cash_flow.xml b/fusion_accounting_reports/data/report_cash_flow.xml new file mode 100644 index 00000000..485ba36b --- /dev/null +++ b/fusion_accounting_reports/data/report_cash_flow.xml @@ -0,0 +1,29 @@ + + + + Cash Flow Statement + cash_flow + pnl + 15 + previous_year + Cash flow by activity (operating, investing, financing). + + + + diff --git a/fusion_accounting_reports/data/report_executive_summary.xml b/fusion_accounting_reports/data/report_executive_summary.xml new file mode 100644 index 00000000..857a6ded --- /dev/null +++ b/fusion_accounting_reports/data/report_executive_summary.xml @@ -0,0 +1,24 @@ + + + + Executive Summary + executive_summary + pnl + 5 + previous_year + Top-level KPI summary: revenue, expenses, net income, key balance positions. + + + + diff --git a/fusion_accounting_reports/data/report_tax_report.xml b/fusion_accounting_reports/data/report_tax_report.xml new file mode 100644 index 00000000..ca411faf --- /dev/null +++ b/fusion_accounting_reports/data/report_tax_report.xml @@ -0,0 +1,16 @@ + + + + Tax Summary + tax_summary + trial_balance + 25 + Tax liability + asset positions. v1: aggregate-level only; per-tax-code breakdown is Phase 2.5. + + + +